Akada Settings Overview
When getting started with Akada, it is good to think in terms of building a new house. We know that sounds cliche, but a house is only as good as its foundation. In that sense, you’ll find that by taking the time to get your settings right, Akada will work much more smoothly and efficiently for you. This article is just an overview of the settings pages you’ll find in your Akada database. You can click on the individual setting name to get full instructions on that particular page and set of functions.
School Information – This screen allows you to fill out necessary contact information for the studio included in various reports such as receipts and statements. Here you are also able to upload your studio’s custom logo.
Report Notes – Here you’re able to create default messages that would be included on printed reports such as statements, confirmations, or registration forms.
Email Setup – You’ll use this page to plug in your email provider’s settings so that you can send emails through Akada.
Email Notes – This is similar to the report notes above but the default messages serve as the body of the email when emailing different reports.
School Defaults – Here, you can set basic default settings for things like registration fees and receipt formats.
Discounts – This page is where you can create customizable discounts that you can assign to accounts or students.
Account Defaults – The account defaults page allows you to create default cities, states, area codes, etc…. From this page, you’re also able to customize different billing/payment plans that you offer to your customers.
Student Defaults – Here is where you will add items to the various drop-down menus used on the student info page.
Class Defaults – The class defaults page allows you to do things such as create a classroom list and create different class levels and types to make creating your class schedule flow more smoothly.
Tuition – Here you are able to set a default tuition type for new accounts and set up tables so that Akada can automatically calculate a student’s tuition amount as you enroll them in classes.
Group Codes – Group codes give you the ability to tag customizable codes to a group of accounts or students, competition kids, for example, so that you can quickly email them or run reports. You will set those codes up on this page.
Charge Codes – This is where you will create and manage the list of any charges that you may want to add to an account.
Credit Card Setup – Once you’ve established your account with EVO, you will be provided a set of credentials to plug into Akada. You will do that on this page. You can also set up credit card processing fees should you choose to along with signing up for nightly cc processing reports.
Users and Passwords – From this screen, you can add and manage the usernames and passwords for each of your employees.
Policies – Here, you can plug in your school policies for parents to agree to when activating their parent account.
Customer Access Settings – These settings give you the ability to control the layout and what functions are available to parents when they access their parent accounts.
To get to your Akda Settings:
- From the home screen, click on the Main Menu (3 lines in the top left).
- Select Admin
- Select Settings
2 responses to “Akada Settings Overview”
What is the difference between receivables and income on the financial reports page
Receivables is money outstanding at the current time. Income is money received that has been applied to charge code.